Cardinal Point Wealth Management Partners, LLC Ishares Tr Tips Bd ETF Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$122.95 - $129.16 $196,720 - $206,656	-1,600 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$127.7 - $130.86 $204,320 - $209,376	1,600 New	1,600 $207,000

Others Institutions Holding TIP

# of Institutions

1,088

Shares Held

106M

Call Options Held

313K

Put Options Held

186K

Black Rock Inc. New York, NY

35.6M
Shares

$3.83 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

11.2M
Shares

$1.21 Billion
0.11% of portfolio
Morgan Stanley New York, NY

4.39M
Shares

$472 Million
0.04% of portfolio
Hsbc Holdings PLC London, X0

3.86M
Shares

$416 Million
0.25% of portfolio
Jpmorgan Chase & CO New York, NY

2.88M
Shares

$310 Million
0.03% of portfolio

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Account